Envestnet Company
Industry: Financial services company
DescriptionEnvestnet provides unified wealth management technology and products to financial advisors and institutions.Their flagship product is an advisory platform that integrates the services and software used by financial advisors in wealth management. Headquarters: Chicago, IL Assets under management: 1.2 trillion USD (2018) Revenue: 683.7 million USD (2017) Subsidiaries: Yodlee, Tamarac, Inc., Folio Dynamics Inc.,
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Envestnet Employees
Employee
Years
Job
Industry
Ron Lively Ron Lively's Envestnet Experience January 2005 - March 2013
Job Sales Executive
Industry Financial Services
Experience
Envestnet January 2005 - March 2013
Skills
Business Strategy, Mutual Funds, Start-ups, Portfolio Management, Selling, Management, Asset Allocation, Finance, Sales, Sales Process, Financial Advisory, Recruiting, ETFs, Customer Retention, Employee Benefits, Strategy, Marketing Strategy, Strategic Partnerships, Strategic Planning, Business Planning, Marketing
Education
Georgia Southern University 1976 — 1980
Bachelor of Business Administration (BBA), Marketing
Benedictine Military High School
Envestnet January 2005 - March 2013
Skills
Business Strategy, Mutual Funds, Start-ups, Portfolio Management, Selling, Management, Asset Allocation, Finance, Sales, Sales Process, Financial Advisory, Recruiting, ETFs, Customer Retention, Employee Benefits, Strategy, Marketing Strategy, Strategic Partnerships, Strategic Planning, Business Planning, Marketing
Education
Georgia Southern University 1976 — 1980
Bachelor of Business Administration (BBA), Marketing
Benedictine Military High School
Lincoln Ross Lincoln Ross's Envestnet Experience December 2011 - Present
Job Executive Vice President Advisory Services
Industry Financial Services
Experience
Envestnet December 2011 - Present
FundQuest June 2010 - December 2011
FundQuest October 2005 - June 2010
Skills
Mutual Funds, Management, Asset Management, Series 7, Securities, Equities, Asset Allocation, Investments, Portfolio Management, Financial Services, Series 63, Fixed Income, Alternative Investments, Wealth Management, Hedge Funds, Bloomberg, Investment Management, Risk Management, Capital Markets, Product Development, Relationship Management
Education
Boston University 2004 — 2008
Master of Science (M.S.), Computer Science
University of New Hampshire 1992 — 1996
Bachelor of Arts (B.A.), English Language and Literature/Letters
Envestnet December 2011 - Present
FundQuest June 2010 - December 2011
FundQuest October 2005 - June 2010
Skills
Mutual Funds, Management, Asset Management, Series 7, Securities, Equities, Asset Allocation, Investments, Portfolio Management, Financial Services, Series 63, Fixed Income, Alternative Investments, Wealth Management, Hedge Funds, Bloomberg, Investment Management, Risk Management, Capital Markets, Product Development, Relationship Management
Education
Boston University 2004 — 2008
Master of Science (M.S.), Computer Science
University of New Hampshire 1992 — 1996
Bachelor of Arts (B.A.), English Language and Literature/Letters
Walter Gengarelly, PMP, PMI-ACP, CSP's Envestnet Experience April 2012 - Present
Job Senior Vice President Technology at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet April 2012 - Present
Effectible Technology, LLC April 2012 - Present
Prima Capital April 2006 - April 2012
Prima Capital January 2004 - April 2006
Trivium Consulting, LLC December 2000 - December 2003
Portfolio Management Consultants March 1999 - November 2000
Portfolio Management Consultants August 1997 - March 1999
Skills
Application Architecture, Design Patterns, Agile Methodologies, Microsoft SQL Server, SQL, C#, VB.NET, Web Applications, HTML, JavaScript, jQuery, CSS, ASP.NET MVC, ASP.NET, WCF, XML, CodeSmith, TFS, Scrum, XP, TDD, ATDD, Software Development, Enterprise Software, .NET, Architectures, Databases, Web Services, Vendor Management
Education
University of Colorado Boulder - Leeds School of Business 1991 — 1997
BS Business Administration, Information Systems and Accounting
The Hotchkiss School 1987 — 1991
Envestnet April 2012 - Present
Effectible Technology, LLC April 2012 - Present
Prima Capital April 2006 - April 2012
Prima Capital January 2004 - April 2006
Trivium Consulting, LLC December 2000 - December 2003
Portfolio Management Consultants March 1999 - November 2000
Portfolio Management Consultants August 1997 - March 1999
Skills
Application Architecture, Design Patterns, Agile Methodologies, Microsoft SQL Server, SQL, C#, VB.NET, Web Applications, HTML, JavaScript, jQuery, CSS, ASP.NET MVC, ASP.NET, WCF, XML, CodeSmith, TFS, Scrum, XP, TDD, ATDD, Software Development, Enterprise Software, .NET, Architectures, Databases, Web Services, Vendor Management
Education
University of Colorado Boulder - Leeds School of Business 1991 — 1997
BS Business Administration, Information Systems and Accounting
The Hotchkiss School 1987 — 1991
Siva Suresh Siva Suresh's Envestnet Experience 2004 - 2007
Job SURESH CAPITAL PARTNERS
Industry Venture Capital & Private Equity
Experience
UrgentCareTravel January 2013 - Present
SureshCapitalMaritime Partners Germany GMBH 2008 - Present
SureshCapitalMaritime Partners USA 2007 - Present
SureshCapitalPartners January 2006 - Present
Envestnet 2004 - 2007
Net Asset Management January 2000 - 2004
Donaldson Lufkin and Jenrette 1989 - 1999
Skills
Management, Investments, Venture Capital, Angel Investing, Corporate Development, Private Equity, Start-ups, Entrepreneurship, Mergers & Acquisitions, Strategic Partnerships, Due Diligence, Start-up Ventures, Executive Management, Management Consulting, Strategy, M&A experience, Alternative Investments, Capital, Business Valuation, Restructuring
Education
Pepperdine University 1976 — 1980
UrgentCareTravel January 2013 - Present
SureshCapitalMaritime Partners Germany GMBH 2008 - Present
SureshCapitalMaritime Partners USA 2007 - Present
SureshCapitalPartners January 2006 - Present
Envestnet 2004 - 2007
Net Asset Management January 2000 - 2004
Donaldson Lufkin and Jenrette 1989 - 1999
Skills
Management, Investments, Venture Capital, Angel Investing, Corporate Development, Private Equity, Start-ups, Entrepreneurship, Mergers & Acquisitions, Strategic Partnerships, Due Diligence, Start-up Ventures, Executive Management, Management Consulting, Strategy, M&A experience, Alternative Investments, Capital, Business Valuation, Restructuring
Education
Pepperdine University 1976 — 1980
Surendran Neelakantan Surendran Neelakantan's Envestnet Experience March 2006 - July 2008
Job Senior GIS Developer at Washington State
Industry Computer Software
Experience
University of Kentucky January 2013 - May 2015
University of Kentucky May 2014 - July 2014
University of Kentucky January 2010 - January 2014
Envestnet March 2006 - July 2008
Brainwave Infolabs June 2003 - March 2006
Skills
SQL, Databases, GIS, Microsoft SQL Server, HTML, Web Services, ArcGIS, JavaScript, XML, MySQL, C, Python, Oracle, CSS, Linux, ASP.NET, IIS, PostgreSQL, SQLite, MS Access, ArcSDE, PostGIS, SpatiaLite, Google Maps API, OpenLayers, Ext JS, GeoExt, ModelBuilder, Spatial Analysis, Geoprocessing, Geodatabase, Spatial Databases, GML, ESRI, Quantum GIS, Open Geo Stack, .NET, Access, Java, Programming
Education
University of Kentucky 2012 — 2015
Master's Degree, Computer Science
Uptron ACL Academy Of Computer Learning 1993 — 1994
Post Graduate Diploma, Computer Science
University of Kerala 1987 — 1990
Bachelor of Science (BS), Physics
University of Kentucky January 2013 - May 2015
University of Kentucky May 2014 - July 2014
University of Kentucky January 2010 - January 2014
Envestnet March 2006 - July 2008
Brainwave Infolabs June 2003 - March 2006
Skills
SQL, Databases, GIS, Microsoft SQL Server, HTML, Web Services, ArcGIS, JavaScript, XML, MySQL, C, Python, Oracle, CSS, Linux, ASP.NET, IIS, PostgreSQL, SQLite, MS Access, ArcSDE, PostGIS, SpatiaLite, Google Maps API, OpenLayers, Ext JS, GeoExt, ModelBuilder, Spatial Analysis, Geoprocessing, Geodatabase, Spatial Databases, GML, ESRI, Quantum GIS, Open Geo Stack, .NET, Access, Java, Programming
Education
University of Kentucky 2012 — 2015
Master's Degree, Computer Science
Uptron ACL Academy Of Computer Learning 1993 — 1994
Post Graduate Diploma, Computer Science
University of Kerala 1987 — 1990
Bachelor of Science (BS), Physics
Mary Conley Eggert's Envestnet Experience March 2000 - March 2004
Job Technology Evangelist and Social IMPACT Business Developer // Kellogg MBA
Industry Public Relations and Communications
Experience
Global Impact Fund (www.gifinternational.org) October 2015 - Present
Tech Image June 2004 - September 2015
Dale Carnegie Training September 2003 - June 2011
Envestnet March 2000 - March 2004
New Media Marketing 1996 - 2000
Accenture June 1995 - September 1996
Chicago Mercantile Exchange 1990 - 1995
University of Wisconsin 1986 - 1989
Milwaukee Journal Sentinel 1985 - 1985
Skills
Sales, Business Development, Customer Engagement, Lead Generation, Social Media, Public Relations, Content Marketing, Inbound, B2B, Inbound Marketing, Marketing Communications, IT Sales, Software, Marketing Strategy, Team Building, Entrepreneurship, CRM, Marketing, Start-ups, New Business Development, Strategy, Enterprise Software, Corporate Communications, Thought Leadership, Social Media Marketing, Social Networking, Blogging, Strategic Partnerships, Online Marketing, Media Relations, B2B Marketing, Communication, Strategic Planning, SEO, Facebook, Leadership, Strategic Communications, Integrated Marketing, Marketing Management, Account Management, Educational Leadership, Digital Marketing, Advertising, Internal Communications, Email Marketing, Business Strategy, Program Management, Product Launch, Team Leadership, Training
Education
SmithBucklin Leadership Learning Forum 2012 — 2013
Graduate, Leadership
Inbound Marketing University 2012 — 2012
Certified, Inbound Marketing, Graduated with Honors
Samurai Sales Training 2008 — 2009
Brown Belt, Sales
Dale Carnegie - Instructor Grooming 2003 — 2008
Certificate, Human Relations, Public Speaking, Leadership
Northwestern University - Kellogg School of Management 1991 — 1997
MBA, Business
University of Wisconsin-Madison 1982 — 1986
JBA, Journalism
Watertown Senior High School 1978 — 1981
High School, General
Global Impact Fund (www.gifinternational.org) October 2015 - Present
Tech Image June 2004 - September 2015
Dale Carnegie Training September 2003 - June 2011
Envestnet March 2000 - March 2004
New Media Marketing 1996 - 2000
Accenture June 1995 - September 1996
Chicago Mercantile Exchange 1990 - 1995
University of Wisconsin 1986 - 1989
Milwaukee Journal Sentinel 1985 - 1985
Skills
Sales, Business Development, Customer Engagement, Lead Generation, Social Media, Public Relations, Content Marketing, Inbound, B2B, Inbound Marketing, Marketing Communications, IT Sales, Software, Marketing Strategy, Team Building, Entrepreneurship, CRM, Marketing, Start-ups, New Business Development, Strategy, Enterprise Software, Corporate Communications, Thought Leadership, Social Media Marketing, Social Networking, Blogging, Strategic Partnerships, Online Marketing, Media Relations, B2B Marketing, Communication, Strategic Planning, SEO, Facebook, Leadership, Strategic Communications, Integrated Marketing, Marketing Management, Account Management, Educational Leadership, Digital Marketing, Advertising, Internal Communications, Email Marketing, Business Strategy, Program Management, Product Launch, Team Leadership, Training
Education
SmithBucklin Leadership Learning Forum 2012 — 2013
Graduate, Leadership
Inbound Marketing University 2012 — 2012
Certified, Inbound Marketing, Graduated with Honors
Samurai Sales Training 2008 — 2009
Brown Belt, Sales
Dale Carnegie - Instructor Grooming 2003 — 2008
Certificate, Human Relations, Public Speaking, Leadership
Northwestern University - Kellogg School of Management 1991 — 1997
MBA, Business
University of Wisconsin-Madison 1982 — 1986
JBA, Journalism
Watertown Senior High School 1978 — 1981
High School, General
Eric Wilcher's Envestnet Experience March 2007 - Present
Job SVP, Regional Director at Envestnet
Industry Investment Management
Experience
Envestnet March 2007 - Present
Aston Asset Management July 2004 - March 2007
Skills
Mutual Funds, Securities, Series 7, Investment Management, Financial Advisory
Education
Indiana University Bloomington 1996 — 2000
BA, Telecommunications-Business
Envestnet March 2007 - Present
Aston Asset Management July 2004 - March 2007
Skills
Mutual Funds, Securities, Series 7, Investment Management, Financial Advisory
Education
Indiana University Bloomington 1996 — 2000
BA, Telecommunications-Business
Joshua Glazer's Envestnet Experience June 2004 - October 2012
Job Regional Sales Manager at Beaumont Capital Management (BCM)
Industry Investment Management
Experience
Beaumont Capital Management (BCM) October 2012 - Present
Envestnet June 2004 - October 2012
AssetMark Investment Services August 2002 - May 2004
Scudder Investments April 2000 - August 2002
Skills
Mutual Funds, ETFs, Separately Managed..., Investments, Registered Investment..., Asset Allocation, Asset Management, New Business Development, Consultative Selling, Relationship Management, Series 7, Series 65, Series 6, Series 63, Retirement Planning, Investment Strategies, Wealth Management, Securities, 401k, Wholesaling, Equities, Fixed Income, Alternative Investments, Wrap Accounts, Portfolio Management, Investment Advisory, Capital Markets, Uniform Combined State..., Financial Advisory, FINRA, Retirement
Education
University of Hartford 1994 — 1998
Bachelor of Arts, Communications
Highland Park High School 1990 — 1994
Beaumont Capital Management (BCM) October 2012 - Present
Envestnet June 2004 - October 2012
AssetMark Investment Services August 2002 - May 2004
Scudder Investments April 2000 - August 2002
Skills
Mutual Funds, ETFs, Separately Managed..., Investments, Registered Investment..., Asset Allocation, Asset Management, New Business Development, Consultative Selling, Relationship Management, Series 7, Series 65, Series 6, Series 63, Retirement Planning, Investment Strategies, Wealth Management, Securities, 401k, Wholesaling, Equities, Fixed Income, Alternative Investments, Wrap Accounts, Portfolio Management, Investment Advisory, Capital Markets, Uniform Combined State..., Financial Advisory, FINRA, Retirement
Education
University of Hartford 1994 — 1998
Bachelor of Arts, Communications
Highland Park High School 1990 — 1994
Bhaskar Vissa's Envestnet Experience March 2006 - December 2009
Job Consultant at Vissa Associates
Industry Financial Services
Experience
SeaChange International March 2011 - Present
Vissa Associates January 2009 - Present
Envestnet March 2006 - December 2009
Conformis August 2002 - March 2006
Kinera 1999 - 2001
Fujitsu America 1991 - 1998
Convergent Technologies 1984 - 1989
Education
Indian Institute of Technology, Kanpur 1976 — 1978
M. Tech, Computer Science
National Institute of Technology Warangal 1971 — 1976
B. Tech, Electronics & Communications
SeaChange International March 2011 - Present
Vissa Associates January 2009 - Present
Envestnet March 2006 - December 2009
Conformis August 2002 - March 2006
Kinera 1999 - 2001
Fujitsu America 1991 - 1998
Convergent Technologies 1984 - 1989
Education
Indian Institute of Technology, Kanpur 1976 — 1978
M. Tech, Computer Science
National Institute of Technology Warangal 1971 — 1976
B. Tech, Electronics & Communications
Jason Laning's Envestnet Experience February 2006 - April 2007
Job Financial Services Professional
Industry Financial Services
Experience
Eagle 7 November 2007 - Present
EnvestNet February 2006 - April 2007
Old National Bank April 2005 - February 2006
FuturesOne June 2003 - January 2004
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2007
MBA, Finance
Eagle 7 November 2007 - Present
EnvestNet February 2006 - April 2007
Old National Bank April 2005 - February 2006
FuturesOne June 2003 - January 2004
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2007
MBA, Finance
Pete Kubat's Envestnet Experience November 2013 - Present
Job Associate Vice President, Institutional Client Services Manager
Industry Financial Services
Experience
Envestnet November 2013 - Present
Education
University of Northern Colorado 1994 — 1998
Conestoga High School
Envestnet November 2013 - Present
Education
University of Northern Colorado 1994 — 1998
Conestoga High School
Sherry Mathews's Envestnet Experience February 2002 - October 2005
Job Senior Dotnet Developer
Industry Information Technology and Services
Experience
Bayer Animal Health Shawnee Mission KS June 2012 - Present
Datacore Marketing May 2008 - May 2012
Farmers Insurance January 2008 - April 2008
Freight Quote September 2007 - December 2007
Sprint Nextel March 2006 - August 2007
US LABS November 2005 - March 2006
Envestnet February 2002 - October 2005
3rd Agenda May 2000 - January 2002
CM Software Technologies August 1999 - April 2000
Education
Birla Institute of Technology and Science, Pilani
MS, Software Systems
University of Allahabad
Bachelor of Technology (B Tech)
Bayer Animal Health Shawnee Mission KS June 2012 - Present
Datacore Marketing May 2008 - May 2012
Farmers Insurance January 2008 - April 2008
Freight Quote September 2007 - December 2007
Sprint Nextel March 2006 - August 2007
US LABS November 2005 - March 2006
Envestnet February 2002 - October 2005
3rd Agenda May 2000 - January 2002
CM Software Technologies August 1999 - April 2000
Education
Birla Institute of Technology and Science, Pilani
MS, Software Systems
University of Allahabad
Bachelor of Technology (B Tech)
Carole Awiszus's Envestnet Experience October 2014 - July 2015
Job Analyst
Industry Information Technology and Services
Experience
Envestnet October 2014 - July 2015
Fidelity Investments June 2011 - September 2014
Fidelity Investments 2000 - June 2011
Fidelity Investments 1996 - 2000
Skills
DB2 Connect, Quality Center 11, Rally, SQL Navigator, Rational Team Concert, Eztrieve, Quick Test Pro (QTP), Parasoft Soatest, DB2, Easytrieve, Testing, QTP, Agile Methodologies, SOA Testing, HP Quality Center, Waterfall, Scrum, SDLC, Test Management, Quality Assurance
Education
Providence College 1981 — 1985
B.S. Marketing, Minor Computer Science
Envestnet October 2014 - July 2015
Fidelity Investments June 2011 - September 2014
Fidelity Investments 2000 - June 2011
Fidelity Investments 1996 - 2000
Skills
DB2 Connect, Quality Center 11, Rally, SQL Navigator, Rational Team Concert, Eztrieve, Quick Test Pro (QTP), Parasoft Soatest, DB2, Easytrieve, Testing, QTP, Agile Methodologies, SOA Testing, HP Quality Center, Waterfall, Scrum, SDLC, Test Management, Quality Assurance
Education
Providence College 1981 — 1985
B.S. Marketing, Minor Computer Science
Pete D'Arrigo's Envestnet Experience June 2008 - Present
Job Chief Financial Officer at Envestnet
Industry Financial Services
Experience
Envestnet June 2008 - Present
Nuveen Investments August 1990 - May 2008
Skills
Fixed Income, Hedge Funds, Equities, Alternative Investments, Asset Managment, Investment Management, Series 7
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Finance, Management and Strategy, Accounting
Yale University 1985 — 1989
BA, Applied Mathematics
Envestnet June 2008 - Present
Nuveen Investments August 1990 - May 2008
Skills
Fixed Income, Hedge Funds, Equities, Alternative Investments, Asset Managment, Investment Management, Series 7
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Finance, Management and Strategy, Accounting
Yale University 1985 — 1989
BA, Applied Mathematics
Julia Van Stone's Envestnet Experience December 2012 - July 2014
Job Team Lead, Operations at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc July 2014 - Present
Envestnet December 2012 - July 2014
Envestnet Asset Management May 2010 - December 2012
Mission Control Investment Strategies 2009 - 2010
Joseph Sturniolo and Associates 2008 - 2009
Skills
Series 7, Equities, Investments, Securities, Asset Allocation, Wealth Management, Asset Management, Portfolio Management, Financial Services, ETFs, Trading, Financial Analysis, Mutual Funds
Education
University of Colorado at Boulder 1996 — 2000
BA, English
Smithfield Middle School
Smithfield Middle School
Smithfield Middle School
Smithfield Middle School
Envestnet, Inc July 2014 - Present
Envestnet December 2012 - July 2014
Envestnet Asset Management May 2010 - December 2012
Mission Control Investment Strategies 2009 - 2010
Joseph Sturniolo and Associates 2008 - 2009
Skills
Series 7, Equities, Investments, Securities, Asset Allocation, Wealth Management, Asset Management, Portfolio Management, Financial Services, ETFs, Trading, Financial Analysis, Mutual Funds
Education
University of Colorado at Boulder 1996 — 2000
BA, English
Smithfield Middle School
Smithfield Middle School
Smithfield Middle School
Smithfield Middle School
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.